Capital Research Global Investors MDT — MEDTRONIC INC

Ownership history in Capital Research Global Investors  ·  67 quarters on record

AI Ownership Summary

Capital Research Global Investors reported MEDTRONIC INC (MDT) in 67 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.81% in 2025 Q1. The latest visible filing shows MDT at 0.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MDT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Capital Research Global Investors's position in MEDTRONIC INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

MDT was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.81% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MDT stock page Capital Research Global Investors fund profile Capital Research Global Investors full holdings
How Capital Research Global Investors held MDT — position size vs. price
% of Fund (quarterly)    MDT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 13,261,310 -28,665,280 -68.4% 0.14% $1.04B 2026-08-12 $90.76
2026 Q1 ADDED — — — 41,926,590 +7,353,427 +21.3% 0.56% $3.63B 2026-05-13 $75.53
2025 Q4 ADDED — — — 34,573,163 +3,880,174 +12.6% 0.61% $3.32B 2026-02-11 $99.36
2025 Q3 REDUCED 15.6% +1.7% ❌ 30,692,989 -5,666,473 -15.6% 0.55% $2.92B 2025-11-13 $93.82
2025 Q2 REDUCED 12.5% +8.6% ❌ 36,359,462 -5,208,154 -12.5% 0.63% $3.17B 2025-08-13 $89.98
2025 Q1 ADDED — — — 41,567,616 +8,363,931 +25.2% 0.81% $3.74B 2025-05-12 $82.42
2024 Q4 ADDED — — — 33,203,685 +571,700 +1.8% 0.55% $2.65B 2025-02-13 $87.86
2024 Q3 ADDED — — — 32,631,985 +899,967 +2.8% 0.61% $2.94B 2024-11-13 $83.11
2024 Q2 ADDED — — — 31,732,018 +847,606 +2.7% 0.55% $2.50B 2024-08-13 $77.12
2024 Q1 ADDED — — — 30,884,412 +2,044,109 +7.1% 0.61% $2.69B 2024-05-14 $78.33
57 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MDT

As of 2026 Q2 — sorted by position size

Talaria Asset Management Pty Ltd 12.22% ALTRINSIC GLOBAL ADVISORS LLC 3Y 7Y 6.31% SECTOR GAMMA AS 3Y 7Y 5.98% St. James Investment Company, LLC 3Y 7Y 5.21% Saratoga Research & Investment Management 3Y 7Y 5.15% EDENTREE ASSET MANAGEMENT Ltd 3Y 4.35% Financial Perspectives, Inc 4.04% Nepsis Inc. 3Y 7Y 3.82% Banque de Luxembourg S.A. 3.72% COLRAIN CAPITAL LLC 3Y 7Y 3.54%

FAQ About Capital Research Global Investors and MDT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Capital Research Global Investors reported owning MDT?

Capital Research Global Investors reported MDT across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported MDT position in Capital Research Global Investors's portfolio?

The largest reported portfolio weight for MDT was 0.81% in 2025 Q1.

What is the latest reported MDT position on this page?

The most recent filing on this page is 2026 Q2, when Capital Research Global Investors reported 13,261,310 shares, equal to 0.14% of portfolio, with an estimated market value of $1.04B.

What does the chart on this MDT ownership page compare?

The chart compares Capital Research Global Investors's quarterly MDT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Capital Research Global Investors time their MDT position?

Based on 13F filing dates vs. subsequent MDT price moves, Capital Research Global Investors correctly timed 30 out of 62 reported position changes (48%). The annualised alpha on MDT relative to SPY over the holding period was -5.9%.

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